CPE Catalog & Events

K2's 2023 Shredding Your Servers And Going Virtual

Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers

Excel - Building Powerful Lookup & Reference Formulas

The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions

The Role of Internal Control in the Risk-Based Audit

The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

GASB Basic Financial Statements for State and Local Governments 2024

Internal controls and risk assessments using a risk-based audit approach New Pension and OPEB Standards, including GASB Statement Nos. 68 and No. 75 COSO for Smaller Entities and Governments Survey of California Cities and Counties (17th Annual) New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases GASB's "Big Three" Projects

Partnership and S Corporation - Basis and Distribution Issues

Audit 107: Auditing Cash - Applying Basic Audit Skills

The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client

K2's 2024 Better Reporting With QuickBooks Online

The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced

Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients

Proactive planning to address issues of longevity Major issues involved in longevity –positive and negative Tools and Resources  Expanding your skill set to address non-financial client issues

Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges

Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.

Becoming a Fraud Investigator

The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

2024 Financial & Tax Accounting for Partnerships & LLCs

Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC

Managing the Accounting Department

Accounting Leadership Management

2024 Comprehensive Estate Planning: Administration & Postmortem Strategies

Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers

2025 Individual Tax Update: Form 1040 Essentials

Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success

K2's 2023 The Best Kept Secrets Of Microsoft 365

New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use

2024 Forgotten Managerial Accounting Tools

Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis

Fraud Risk and Audit Requirements 2024

Fraud Trends Audit requirements related to fraud

Surgent's Excel Shortcuts for Accountants

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall

Tax Depreciation: Review and Update

The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics